Profinancial, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15345
Registered since
July 24, 1984

Firm profile

FINTRX

Overview

Profinancial, Inc. is recorded as an SEC-registered corporate investment adviser with an initial registration date in 1984. Ownership is identified in the dataset as a combination of a domestic entity and individual owners. The firm's classification in the source is listed as "Unclassified." The dataset includes a number of operational flags: Profinancial, Inc. is not identified as a capital allocator, is not flagged as an active ESG investor, does not operate as a multi-state adviser, is not newly formed, is not a pension consultant, and is not noted as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Aaron Kaplan

    Aaron Kaplan

    Co-ceoCRD 5326130

  • Kenneth Kitchin

    Kenneth Kitchin

    Chief Compliance OfficerCRD 6748676

  • Benjamin Kaplan

    Benjamin Kaplan

    Co-ceoCRD 6993516

Unlock 1 more executives

Contacts

3 of 4
  • John Tornatore

    John Tornatore

    Head of Business DevelopmentCRD 4364875

  • Jarred Beckerman

    Jarred Beckerman

    Principal Financial OfficerCRD 6683745

  • Katherine Leaton-Hynes

    BookkeeperCRD 6798392

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
29 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth